Christopher Shea is a registered investment advisor at Balanz, based in Coral Gables, FL, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 64 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2811 Ponce De Leon Blvd., Suite 710, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2017Other Business Activities
Christopher is an Investment Advisor Representative of Balanz Advisors LLC since September 2023. He is also a Registered Representative with Holistic Brokerage, dedicating nearly full-time hours to these two businesses during securities trading hours.
Employment History
Current Registrations
Balanz
Holistic Brokerage, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.